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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1027 | 1201 | 1080 | 1569 | 2400 |
Fund Return | 14% | 2.74% | 20.06% | 2.59% | 9.43% | 9.15% |
Place in category | 1574 | 1055 | 1601 | 1049 | 823 | 336 |
% in Category | 57 | 40 | 58 | 46 | 48 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.09B | 17.14 | 7.46 | 6.85 | ||
Global Allocation Fund J2 USD | 15.54M | 12.91 | 3.74 | 6.58 | ||
Global Allocation Fund X4 USD | 515.14M | 12.96 | 3.74 | 6.58 | ||
BlackRock Global Allocation USD A2 | 6.74B | 11.14 | 1.98 | 4.77 | ||
LU0329592538 | 1.13B | 11.92 | 2.75 | 5.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 15.86B | 18.34 | 3.65 | 10.83 | ||
Capital Group New Perspective Funbu | 15.86B | 17.23 | 2.61 | 9.75 | ||
Capital Group New Perspective Funzu | 15.86B | 18.04 | 3.39 | 10.62 | ||
LU2097333152 | 15.86B | 18.24 | 3.54 | - | ||
Capital Group New Perspective Fuzdu | 15.86B | 18.05 | 3.39 | 10.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.38 | 424.26 | -0.84% | |
Amazon.com | US0231351067 | 5.07 | 222.97 | -2.04% | |
Boston Scientific | US1011371077 | 4.43 | 91.59 | +0.33% | |
UnitedHealth | US91324P1021 | 4.32 | 513.76 | +0.02% | |
Applied Materials | US0382221051 | 4.27 | 178.67 | +0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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